The client list
What a client record holds, and how the list is organised.
A client is a business or a person your firm acts for. Everything else in Orin hangs off one: services, tasks, documents and invoices all belong to a client somewhere up the chain.
What a client carries
- Country. United Kingdom or Ireland. This is not cosmetic: it decides the deadlines, the filing vocabulary and the currency.
- Currency. Derived from the country rather than chosen. GB gives pounds, IE gives euro.
- A manager. The person accountable for the relationship.
- A status. Active, or inactive once you stop acting for them.
You do not pick a currency. Changing it means changing the country, because a client filing in Ireland invoiced in pounds is almost always a mistake rather than an intention.
Finding one
The search box in the top bar searches clients. Type a name and press enter.
Common questions
A client is missing from the list. Check whether it is filtered out by status before assuming it was deleted. Inactive clients are real records that the default view may not show.
Can I delete a client? Records with history are not removed, because their invoices have to stay answerable. Clients are made inactive instead.
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